Ninety One (UK)
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Ninety One (UK)’s Lamb Weston LW Stock Holding History

Ninety One (UK)’s Portfolio LW Stock Details LW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-548,427
Closed -$29.2M – 214
2025
Q1 		$29.2M Sell
548,427
-163,889
-23% -$9.28M 0.08% 117
2024
Q4 		$47.6M Buy
712,316
+179,305
+34% +$13.4M 0.13% 96
2024
Q3 		$34.5M Buy
533,011
+27,325
+5% +$1.8M 0.09% 111
2024
Q2 		$42.5M Buy
+505,686
New +$43.1M 0.12% 106

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JPM
JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Ninety One (UK)'s LW Position: Q2 2025 in Review

Ninety One (UK) sold out of Lamb Weston (LW) in Q2 2025, closing a stake of 548,427 shares — an estimated $29.2M sold.

Ninety One (UK) first reported a position in LW in Q2 2024 and held it in 4 quarters. The position peaked at $47.6M in Q4 2024. 621 funds tracked by Wall St. Rank hold LW as of Q2 2025.

  • Ninety One (UK) reported no remaining Lamb Weston position as of Q2 2025 after selling out during the quarter.
  • Ninety One (UK) sold 548,427 Lamb Weston shares in Q2 2025, an estimated $29.2M.
  • Ninety One (UK) first reported a position in Lamb Weston in Q2 2024 and held it in 4 quarters.
  • Ninety One (UK)'s Lamb Weston position peaked at $47.6M in Q4 2024.
  • 621 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2025.

Based on Ninety One (UK)'s 13F filing for Q2 2025, filed 18 Jul 2025.